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TS Financial Group (TSFG)’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

TS Financial Group (TSFG)’s Portfolio INFL Stock Details INFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13
Closed – – 841
2023
Q4 		$0 Hold
13
– – ﹤0.01% 961
2023
Q3 		$1K Buy
+13
New +$408 ﹤0.01% 959

Other funds holding INFL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TS Financial Group (TSFG)'s INFL Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of Horizon Kinetics Inflation Beneficiaries ETF (INFL) in Q1 2024, closing a stake of 13 shares.

TS Financial Group (TSFG) first reported a position in INFL in Q3 2023 and held it in 2 quarters. The position peaked at $1K in Q3 2023. 109 funds tracked by Wall St. Rank hold INFL as of Q1 2024.

  • TS Financial Group (TSFG) reported no remaining Horizon Kinetics Inflation Beneficiaries ETF position as of Q1 2024 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 13 Horizon Kinetics Inflation Beneficiaries ETF shares in Q1 2024.
  • TS Financial Group (TSFG) first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q3 2023 and held it in 2 quarters.
  • TS Financial Group (TSFG)'s Horizon Kinetics Inflation Beneficiaries ETF position peaked at $1K in Q3 2023.
  • 109 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.